ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 41 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,060,041 | +3.3% | 8,204,260 | +3.6% | 0.02% | +5.9% |
| Q2 2023 | $201,503,899 | -42.8% | 7,917,639 | -44.2% | 0.02% | +6.2% |
| Q1 2023 | $352,016,460 | +158.7% | 14,199,938 | +141.8% | 0.02% | +14.3% |
| Q4 2022 | $136,059,007 | -7.0% | 5,872,206 | -20.7% | 0.01% | -6.7% |
| Q3 2022 | $146,305,000 | +50.1% | 7,407,847 | +68.5% | 0.02% | +50.0% |
| Q2 2022 | $97,504,000 | +139191.4% | 4,396,019 | +160397.2% | 0.01% | – |
| Q1 2022 | $70,000 | +37.3% | 2,739 | +36.5% | 0.00% | – |
| Q4 2021 | $51,000 | +264.3% | 2,007 | +273.7% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 537 | -1.5% | 0.00% | – |
| Q2 2021 | $14,000 | 0.0% | 545 | 0.0% | 0.00% | – |
| Q1 2021 | $14,000 | +16.7% | 545 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +500.0% | 545 | +456.1% | 0.00% | – |
| Q3 2020 | $2,000 | -99.7% | 98 | -99.6% | 0.00% | – |
| Q4 2019 | $589,000 | +494.9% | 24,174 | +457.8% | 0.00% | – |
| Q3 2019 | $99,000 | -1.0% | 4,334 | 0.0% | 0.00% | – |
| Q2 2019 | $100,000 | -22.5% | 4,334 | -20.1% | 0.00% | – |
| Q1 2019 | $129,000 | – | 5,424 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 7,903,585 | $204,071,000 | 12.75% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 224,633 | $5,800,000 | 4.16% |
| Armbruster Capital Management, Inc. | 561,463 | $14,497,000 | 4.09% |
| 3D/L Capital Management, LLC | 539,535 | $13,931,000 | 3.33% |
| Kathmere Capital Management, LLC | 606,833 | $15,668,000 | 3.02% |
| ZEKE CAPITAL ADVISORS, LLC | 1,513,471 | $39,078,000 | 2.46% |
| Prosperity Planning, Inc. | 137,394 | $3,548,000 | 2.20% |
| SENTINEL TRUST CO LBA | 1,002,644 | $25,888,000 | 1.96% |
| Merriman Wealth Management, LLC | 824,941 | $21,300,000 | 1.83% |
| Tacita Capital Inc | 115,010 | $2,970,000 | 1.79% |